Lloyd Advisory Services’s MSCI MSCI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-151
| Closed | -$76K | – | 393 |
|
|
2022
Q1 | $76K | Buy |
151
+19
| +14% | +$9.56K | 0.04% | 186 |
|
|
2021
Q4 | $81K | Buy |
132
+21
| +19% | +$12.9K | 0.04% | 154 |
|
|
2021
Q3 | $68K | Buy |
111
+47
| +73% | +$28.8K | 0.04% | 140 |
|
|
2021
Q2 | $34K | Buy |
64
+20
| +45% | +$10.6K | 0.02% | 196 |
|
|
2021
Q1 | $18K | Buy |
44
+37
| +529% | +$15.1K | 0.01% | 220 |
|
|
2020
Q4 | $3K | Hold |
7
| – | – | ﹤0.01% | 299 |
|
|
2020
Q3 | $3K | Buy |
+7
| New | +$3K | ﹤0.01% | 266 |
|